PCBL Chemical Limited has informed the Exchange about Transcript

PCBL Chemical reported its best-ever FY25, with consolidated revenue up 30.9% year-on-year to Rs 8,404 crore and EBITDA up 28.8% to Rs 1,384 crore, crossing $1 billion in revenue. Q4 FY25 saw Carbon Black sales volume grow 5.3% year-on-year to 1,50,152 MT at over 95% capacity utilization, though EBITDA per ton dipped to Rs 17,655 due to Russian dumping in Asia and weak global demand. Aquapharm (acquired in 2024) had a soft first full year with Rs 1,420 crore revenue and Rs 193 crore EBITDA, but management guided for 50% EBITDA growth in FY26 with a Rs 70-80 crore quarterly run-rate by Q4 FY26. The company outlined a Rs 3,500 crore capex plan over 5 years, targeting 1 million tons of Carbon Black capacity by FY28 and EBITDA per ton of Rs 25,000 over the next 4-5 years. New initiatives include a 6th plant in Naidupeta (Andhra Pradesh), Nanovace nano-silicon for batteries, and Acetylene Black capacity at Mundra by FY27.